Other · DOL Form 5500 · 2022

Lifeworks, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
211
Participants Below avg headcount
53rd
Percentile by assets National rank
$27,121
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Lifeworks, Inc. · Sponsored by Lifeworks, Inc. · Massachusetts · Healthcare & Social Assistance

$6M in assets, 211 participants

Lifeworks, Inc.'s 403(b) Thrift Plan for Employees of Lifeworks, Inc. reported $6M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #11,861 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

403(b) Thrift Plan for Employees of Lifeworks, Inc. covers 211 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#11,861
in Healthcare & Social Assistance (20,060 peers)
+19.7%
assets growth YoY

403(b) Thrift Plan for Employees of Lifeworks, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Lifeworks, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,722,518 Top 47% higher than 53% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

403(b) Thrift Plan for Employees of Lifeworks, Inc. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Lifeworks, Inc. sits mid-pack in the medium band (211 participants).

Published 5500 schedule card

Filing strip 222512887 · Lifeworks, Inc. PY 2022 · Other

403(b) Thrift Plan for Employees of Lifeworks, Inc. · $6M · 211 · 53rd

  • RANK $6M
  • PHOTO 211
  • IND 53rd
  • EOY Other
  • 5500 near Economic Security Corporation of Southwest Area 403(b) Plan
  • ASSETS ind #11861

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

403(b) Thrift Plan for Employees of Lifeworks, Inc. in the asset neighbourhood

Economic Security Corporation of Southwest Area 403(b) PlanEconomic Security Corporatio…$6MSterling Montessori Retirement Savings PlanSterling Montessori Retireme…$6MFresno County Economic Opportunities Commission 403(b) PlanFresno County Economic Oppor…$6M403(b) Thrift Plan for Employees of Lifeworks, Inc.403(b) Thrift Plan for Emplo…$6MTuscaloosa Academy Defined Contribution and Annuity PlanTuscaloosa Academy Defined C…$6M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Lifeworks, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$942K
Employer EIN222512887
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifeworks, Inc.)

Sponsor-wide plan assets over time

All Lifeworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 45.133261267155476% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.72M $8.31M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 211 $6M
2023 1 425 $7M
2024 1 451 $8M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Lifeworks, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Lifeworks, Inc., Total assets ($B): 0.005722518 · Participants: 211403(b) Thrift Plan for Employees of Lifeworks, Inc.The Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
403(b) Thrift Plan for Employees of Lifeworks, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Lifeworks, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Lifeworks, Inc.'s out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Economic Security Corporation of Southwest Area 403(b) Plan in MO ($6M); by covered participants it is Polytechnic School Defined Contribution Retirement Plan in CA (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan for Employees of Lifeworks, Inc. assets move in 2022? ▼
403(b) Thrift Plan for Employees of Lifeworks, Inc. grew sharply - up 19.7% during 2022, from $5M to $6M. Reported net income was $942K.
How have Lifeworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifeworks, Inc.'s sponsor-wide assets grew 45.1%, from $6M to $8M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Lifeworks, Inc.? ▼
Among Other plans in other states, the closest by assets is Economic Security Corporation of Southwest Area 403(b) Plan in MO ($6M, 388 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Lifeworks, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Polytechnic School Defined Contribution Retirement Plan in CA (211 participants, $78M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222512887.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.